A Sovereign Wealth Model for the Florida Republic

People ask me how to allocate capital for their portfolios. Today, we break down a simple approach to help you sleep better at night and plan an earlier retirement.

An independent and profitable state of mind.

Friday, June 30, 2023

Dear Fellow Expat:

The quarter is ending today, so let’s return to basics.

In this environment, we want to be cautious and structure our portfolios in a safe manner. We want strong profit potential in the face of future volatility.

We want to focus explicitly on an allocation model that gives you the most success as an investor. And what better way than to return to the 50-40-10 portfolio that’s been a cornerstone? As we build Republic Research (a new chapter in my career), our focus must center around real growth, real cash flow, and solid valuations that can deliver tremendous upside.

Let’s discuss the allocation model of our own unique flavor of “sovereign wealth fund.”

The Florida Republic’s Sovereign Allocation Model

In the Florida Republic, we manage our money a bit differently.

We focus on big trends and big opportunities. But we need to be smart about this. We can’t just allocate half of our portfolio to crazy AI stock…